Virtual Financial Transitionist® Workshop - February 9, 16, 23, 2017

Feb 9 to 23, 2017

Registration Closed

Event Summary

The Financial Transitionist® Workshop is a three-part virtual training led by SMI faculty that introduces the scholarship (inneuroscience, psychology, sociology, and adaptive leadership) underpinning the work of the Financial Transitionist®. It provides an overview of the processes, tools, skill set and qualities of the Financial Transitionist® as well as introduces two primary tools. Those tools are presented with case studies and include role play, preparing attendees for practical application immediately following the workshop. This workshop is open to everyone; it has no prerequisites.

Workshop Features:

3.5 hours of CFP CE

Experiential Learning

Practical tools for Financial Transitions Planning

A deep dive into three of the essential tools of the Financial Transitionist®

The materials and information authored, created, distributed, published, or otherwise provided by the Financial Transitionist ® Institute (“FTI”) or in connection with the Certified Financial Transitionist ® (“CeFT®”) mark are provided without representations or warranties of any kind. FTI does not guarantee the accuracy, completeness, or timeliness of any information provided, and reserves the right to change information without notice. Use of FTI materials and information is contingent upon agreement with the full disclaimer at www.suddenmoney.com/about-global-disclaimer.